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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (61552)	4/4/2005 12:55:55 PM
From: brian h	Read Replies (2) of 74559

Jay, You are certainly entitled to your investment opinions on QCOM. Let me write it again to clarify the difference between your QCOM investment objective vs. the real world telcom. networks out there. All wireless cellphone telecom. networks will migrate to 3G networks someday (Some occurred. Some pending.) including CDMA networks, GSM networks, Analog networks, GPRS networks, EDGE networks, PHS networks and TDMA networks. QCOM will get paid through any 3G networks upgrade (no matter how anyone wants to call alphabet terms) by way of chips and/or royalty. """"you made my non-investment case, since 24 months lead isn't much to begin with, even in electronics, and certainly is not enough margin for error in most serious activities,""""" QCOM can do HSDPA in US and others can not has to do with the acclerations of 3G migration in US (such as Cigular and T-Mobile GSM networks) and GSM networks only Europe and other part of the world. QCOM did not have those markets before. Now those markets crack wide open (QCOM earnings never account for those real numbers yet). The faster QCOM or other phone manafacturers deployed 3G the better off QCOM shareholders will enjoy. So please let others join as fast as they can to provide 3G networks. That is what QCOM shareholders need. """""""and definitely not time sufficient to ramp to meaningful distribution of dividends, unless QCOM falls by at least 50-80% in share price as compensation."""" My QCOM cost basis is negative (under zero). Dividends are growing every year. As for you as a late possible QCOM shareholder, it is certainly up to you. BH

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